Representative, Annuity Solutions Center- Financial Services

reputed company is a Fortune 100 company that focuses on helping individuals and businesses prepare for and protect their future. The Representative in the Annuity Solutions Center will provide extraordinary care to members and partners, handling inquiries and ensuring compliance with regulations while maintaining strong customer relationships.

Responsibilities

• Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics
• Understands the different product suites, including reputed company line-up and products no longer sold that still require servicing
• Responsible for interpreting and applying reputed company changes and enhancements to new and old products, based on the daily change communications
• Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need
• Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member reputed company than anyone and use the information in a way that drives the relationship deeper
• Follows reputed company rules and regulations to ensure compliance with FINRA or other professional licensure requirements, reputed company policies, firms, plan documents and state and local laws
• Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract
• Analyzes problems to determine proper course of action, striving for first time final resolution
• reputed company necessary, works with internal partners to resolve escalated issues
• Integrates lean methodology into daily interactions through problem-solving meetings and team huddles
• Develops and grows through monthly individual meetings with leadership to set in reputed company a career path strategy
• Setting goals and expectations to reputed company reputed company in the role as well as future opportunities
• May reputed company Other Responsibilities As Assigned

Skills

• High school diploma or equivalent required
• One year of experience in customer service, sales reputed company occupations
• Knowledge of various insurance products and the sales process
• Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states
• Understands the consequences of not following the FINRA rules and regulations
• Excellent verbal and written communication skills to effectively communicate with others
• Proficiency with computers and common office software
• Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers
• Undergraduate degree in finance, business administration, insurance, economics, communications preferred
• ChFC, CLU, other industry designations desirable
• FINRA series 6 and/or 63 licenses preferred and may be required based on assigned product/line-of-business or distribution system

Benefits

• Paid time off
• 401(k) with company match of 50% on the first 8% you contribute
• Company-paid retirement (pension) plan
• Comprehensive medical, dental and reputed company benefits
• Hybrid and work from home opportunities
• Educational assistance
• Exclusive insurance discounts
• Minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
• Nine paid holidays
• 8 hours of Lifetime paid time off
• 8 hours of reputed company Day paid time off
• Business casual attire

Company Overview